Integration · Dentally PMS

SuiteGrowth + Dentally

SuiteGrowth connects directly to your Dentally account via API. Every completed appointment automatically triggers a WhatsApp review request to the patient — no manual work, no exports, no delays.

The integration polls your Dentally account every 60 seconds. Treatment type, appointment time, patient data, and clinician information all flow through automatically. SuiteGrowth handles the timing, the AI scoring, and the routing — you handle the conversations that need a human response.

How the Dentally integration works

1

Real-time appointment polling

SuiteGrowth polls your Dentally account every 60 seconds. When an appointment status changes to 'completed', SuiteGrowth captures it immediately. No webhooks, no manual triggers, no batch exports.

2

Treatment-aware delay calculation

SuiteGrowth reads the appointment's treatment type and calculates the optimal delay before sending. Routine checkup: 3 hours. Extraction: 24–48 hours. Orthodontics: 5–7 days. The patient receives the message when they're most likely to respond positively.

3

Quiet hours and bank holiday check

Before scheduling, SuiteGrowth checks whether the calculated send time falls within quiet hours (configurable, with a hard floor of 8am–9pm) or on a UK bank holiday. If it does, the message is rescheduled to the next valid window.

4

WhatsApp message send

The personalised WhatsApp message goes out via your practice's WhatsApp Business number. Patient name, treatment context, and practice tone are all applied. The message feels like it came from your reception team.

5

AI sentiment scoring

When the patient replies, Claude AI scores their message 1–5 and checks for 7 safety flags. Happy patients (4–5) receive your Google review link. Dissatisfied patients (1–3) receive a personal follow-up. Flagged replies (pain, complaint, balance query) create alerts in your dashboard.

6

Full audit trail

Every conversation is logged in your SuiteGrowth dashboard alongside the Dentally appointment it originated from. AI scoring rationale is visible. You can see exactly which appointments triggered messages, what patients replied, and what actions were taken.

What data SuiteGrowth reads from Dentally

SuiteGrowth reads only the data it needs to operate the review flow. No clinical notes, no treatment plans, no financial records.

Appointment records

ID, date, time, status (completed)

Treatment type

Used to calculate message timing

Patient name

First name used in WhatsApp message personalisation

Patient phone number

Mobile number for WhatsApp delivery

Clinician name

Optional use in message context

Anxious patient flag

Routes flagged patients to gentler message template

Not accessed: Clinical notes, treatment plans, medical history, X-rays, financial records, insurance data, correspondence history.

Setup takes 10 minutes

The Dentally API connection is handled as part of your SuiteGrowth onboarding session. You don't need technical knowledge — the SuiteGrowth team walks you through it.

1Log into Dentally and navigate to Practice Settings > API Access
2Generate a new API key and name it 'SuiteGrowth'
3Paste the key into your SuiteGrowth Settings > Practice > Dentally API Key field
4SuiteGrowth verifies the connection and confirms your practice name
5Configure your message timing preferences by treatment type
6Set quiet hours, bank holiday handling, and message tone
7Go live — SuiteGrowth starts processing appointments on the next poll cycle

Frequently asked questions

How does SuiteGrowth connect to Dentally?+
SuiteGrowth connects via the Dentally REST API using your practice's API key. Once connected, SuiteGrowth polls your Dentally account every 60 seconds and automatically processes completed appointments. No data exports, no manual triggers, no webhooks to configure.
What Dentally data does SuiteGrowth use?+
SuiteGrowth reads: completed appointment records (appointment ID, date, time, status), treatment type or category, patient name and phone number, clinician name, and anxious patient flags. It does not read clinical notes, treatment plans, financials, or any other sensitive clinical data.
Will it send messages to patients who have opted out?+
SuiteGrowth checks opt-out status against its own database on every message send. If a patient has ever replied with a stop word or been marked as opted out, they will not receive messages regardless of what Dentally shows. You can also manually suppress individual patients from your SuiteGrowth dashboard.
Does it work with multiple Dentally practices?+
Yes. SuiteGrowth supports up to 5 Dentally practice locations on a single account. Each practice has its own API key, WhatsApp number, settings, and data. A group practice manager can see all locations from one login.
What happens if the Dentally API goes down?+
SuiteGrowth queues messages and retries on the next poll cycle. Appointments are not missed permanently — they are processed on the next successful API call. The system uses idempotency keys to ensure the same appointment never triggers more than one message.
How long does setup take?+
The Dentally API connection typically takes 10 minutes. You generate an API key in Dentally's practice settings, paste it into SuiteGrowth, and the connection is live. The SuiteGrowth team handles this as part of your onboarding session.

Ready to connect Dentally?

Book a demo and we'll walk through the connection live — your Dentally account, your patients, your review flow.

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